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WealthWiz

Wealth Management

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02 8004 9400

Mandarin speaking Wealth Managers available
我们有讲中文的财富管理咨询师

We are committed to helping people plan their financial future

Get in touch to find out how we can help you achieve your goals

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At Wealthwiz, we are committed to helping people plan their financial future. We look at your financial situation and develop a personalised strategy to achieve your life goals.

Our professional team of finance specialists have the skills and knowledge to guide you through the various lenders by comparing loan features from not only the major banks, but also smaller lenders that may be more suitable.
Whether you are buying, re-financing your home, renovating, or building a property investment portfolio, Wealthwiz is committed in assisting you to find the right home loan for your needs.

Advice on home loans, residential and investment
Advice on refinancing loans to reduce rates and access cash
Advice on life insurance
Advice on refinancing loans to reduce rates and access cash
Advice on your long term financial needs

Contact Us

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Alex Soncini
Principal and Wealth Manager
0419 600 177
alex.soncini@wealthwiz.com.au

Surry Hills Branch
PO Box 156
Belmore Street
Surry Hills NSW 2010
T: 02 8004 9422
F: 02 8004 9433

Blacktown Branch
Suite 5, 47-51 Richmond Road
Blacktown NSW 2148
T: 02 8004 6655
F: 02 8004 6460

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Licensing Statement: Credit Representative (440522) is authorised under Australian Credit Licence 389328.

Your full financial situation would need to be reviewed prior to acceptance of any offer or product.

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